Joshua B Slevin
Investment adviser representative at Robert W. Baird & Co. Incorporated
10 yearsExperience
2 statesRegistered in
$394.1BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Robert W. Baird & Co. IncorporatedJun 2026 to now
- Fjell Capital, LLCApr 2025 to Mar 2026
- Robert W. Baird & Co. IncorporatedJan 2022 to Apr 2025
- UnemployedNov 2021 to Dec 2021
- Northern Renewal and Cornerstone Handyman LLCJan 2021 to Nov 2021
- Stay At Home DadAug 2019 to Dec 2020
- Office Sign CompanyMay 2018 to Aug 2019
- UnemployedFeb 2018 to May 2018
- Robert W. Baird & Co. IncorporatedMay 2016 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (ND, WI).
Robert W. Baird & Co. Incorporated
$394.1BAssets managed
241,359Clients
2,633Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6655549
- Firm CRD
- 8158